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Mutual Fund Finder

Last update: 31-Mar-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Ancora Special Opportunity I ANSIX Small Value Ancora
Ancora Special Opportunity C ANSCX Small Value Ancora
Ancora MicroCap I ANCIX Small Value Ancora
Ancora MicroCap C ANCCX Small Value Ancora
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
CM Advisors Small Cap Value I CMOVX Small Value CM Advisors
Invesco SmallCapValue Y VSMIX Small Value Invesco
CM Advisors Small Cap Value C CMCOX Small Value CM Advisors
Invesco SmallCapValue C VSMCX Small Value Invesco
Invesco SmallCapValue B VSMBX Small Value Invesco
Wells Fargo Advantage Spec SmCp Val I ESPNX Small Value Wells Fargo Advantage
Heartland Value Inst HNTVX Small Value Heartland
Wells Fargo Advantage Spec SmCp Val Adm ESPIX Small Value Wells Fargo Advantage
Heartland Value HRTVX Small Value Heartland
Federated Clover Small Value Instl VSFIX Small Value Federated
Elessar Small Cap Value Investor LSRIX Small Value Elessar Investment Management
Wells Fargo Advantage Spec SmCp Val A ESPAX Small Value Wells Fargo Advantage
Elessar Small Cap Value Institutional LSRYX Small Value Elessar Investment Management
Federated Clover Small Value A VSFAX Small Value Federated
BMO Small-Cap Value I MRSNX Small Value BMO Funds
Federated Clover Small Value R VSFRX Small Value Federated
Small Cap Value SCAPX Small Value Adam Asset Funds
Wells Fargo Advantage Spec SmCp Val C ESPCX Small Value Wells Fargo Advantage
Ave Maria Opportunity AVESX Small Value Ave Maria Mutual Funds
Federated Clover Small Value C VSFCX Small Value Federated
Royce Opportunity Invmt RYPNX Small Value Royce
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Vanguard Small Cap Value Index I VSIIX Small Value Vanguard
Royce Opportunity K ROFKX Small Value Royce
Royce Opportunity Svc RYOFX Small Value Royce
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
Royce Opportunity R ROFRX Small Value Royce
LSV Small Cap Value LSVQX Small Value LSV Fund
Victory Small Company Opportunity I VSOIX Small Value Victory
Victory Small Company Opportunity Y VSOYX Small Value Victory
Ivy Small Cap Value I IVVIX Small Value Ivy Funds
Guggenheim Mid Cap Value Institutional SVUIX Small Value Guggenheim Investments
Guggenheim Mid Cap Value A SEVAX Small Value Guggenheim Investments
Ivy Small Cap Value Y IYSYX Small Value Ivy Funds
Bridgeway Ultra-Small Company BRUSX Small Value Bridgeway
Victory Small Company Opportunity A SSGSX Small Value Victory
Heartland Value Plus HRVIX Small Value Heartland
Victory Small Company Opportunity R GOGFX Small Value Victory
Ivy Small Cap Value R IYSMX Small Value Ivy Funds
Guggenheim Mid Cap Value C SEVSX Small Value Guggenheim Investments
Delaware Small Cap Value Instl DEVIX Small Value Delaware Investments
American Beacon Small Cap Value II Y ABBYX Small Value American Beacon
Delaware Small Cap Value A DEVLX Small Value Delaware Investments
Ivy Small Cap Value C IYSCX Small Value Ivy Funds
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
American Beacon Small Cap Value II Inv ABBVX Small Value American Beacon
Putnam Small Cap Value R6 PSCMX Small Value Putnam
Ivy Small Cap Value B IYSBX Small Value Ivy Funds
Dreman Contrarian Small Cap Value Instl DRISX Small Value Dreman
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
Dreman Contrarian Small Cap Value A DRSAX Small Value Dreman
Consulting Group Small Cap Value Equity TSVUX Small Value Smith Barney
Munder Integrity Small/Mid-Cap Value Y MYISX Small Value Munder
Putnam Small Cap Value A PSLAX Small Value Putnam
Delaware Small Cap Value C DEVCX Small Value Delaware Investments
Principal Small-MidCap Dividend Inc A PMDAX Small Value Principal Funds
Munder Integrity Small/Mid-Cap Value A MAISX Small Value Munder
Putnam Small Cap Value C PSLCX Small Value Putnam
Adirondack Small Cap ADKSX Small Value Adirondack Funds
Putnam Small Cap Value M PSLMX Small Value Putnam
Intrepid Small Cap ICMAX Small Value Intrepid Funds
Prudential Small Cap Value X PRUDENTIALSM Small Value Prudential Investments
Putnam Small Cap Value B PSLBX Small Value Putnam
Principal Small-MidCap Dividend Inc C PMDDX Small Value Principal Funds
Prudential Small Cap Value A PZVAX Small Value Prudential Investments
Columbia Small Cap Value Fund I I CVUIX Small Value Columbia
Columbia Small Cap Value Fund I R5 CUURX Small Value Columbia
Columbia Small Cap Value Fund I Y CSVYX Small Value Columbia
Columbia Small Cap Value Fund I R4 CVVRX Small Value Columbia
Columbia Small Cap Value Fund I Z CSCZX Small Value Columbia
Columbia Small Cap Value Fund II I CSLIX Small Value Columbia
ING Columbia SmallCap Value II Port I ICISX Small Value ING Retirement Funds
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
DGHM V2000 SmallCap Value Instl DGIVX Small Value DGHM
Columbia Small Cap Value Fund II R4 CLURX Small Value Columbia
Columbia Small Cap Value Fund II Y CRRYX Small Value Columbia
Columbia Small Cap Value Fund I A CSMIX Small Value Columbia
ING Columbia SmallCap Value II Port S ICSSX Small Value ING Retirement Funds
Prudential Small Cap Value C PZVCX Small Value Prudential Investments
Prudential Small Cap Value B PZVBX Small Value Prudential Investments
ING Columbia SmallCap Value II Port S2 ICVPX Small Value ING Retirement Funds
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
Columbia Small Cap Value Fund II Z NSVAX Small Value Columbia
Nationwide US Small Cap Value Instl NWUIX Small Value Nationwide
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
ING Columbia SmallCap Value II Port Adv ICSAX Small Value ING Retirement Funds
Columbia Small Cap Value Fund II A COVAX Small Value Columbia
Nationwide US Small Cap Value A NWUAX Small Value Nationwide
Nationwide US Small Cap Value Instl Svc NWUSX Small Value Nationwide
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Undiscovered Mgrs Behavioral Value A UBVAX Small Value JPMorgan
Columbia Small Cap Value Fund II R CCTRX Small Value Columbia
DGHM V2000 SmallCap Value Inv DGSMX Small Value DGHM
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
Perkins Small Cap Value N JDSNX Small Value Janus
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